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Course Outline
1. Diagnosis and Foundations of Integration
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Digital Ecosystems and Operational Automation
- Advantages and architectural principles of integrated systems
- Categories of integration: native, connector-based, and API-driven
- Commonly used tools: Zapier, Make, API Connector, and Power Automate
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Mapping of Internal Processes
- Identifying existing workflows and pinpointing areas for enhancement
- Setting clear objectives and defining efficiency metrics
- Documenting current "as is" flows and designing the future "to be" state
- Practical Demonstration: Basic Gmail automation leading to Trello (incoming email triggers task creation)
2. Integrations between Trello and Google Workspace
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Trello in conjunction with Google Sheets and Drive
- Connecting dashboards to monitoring sheets
- Automating reporting and file uploads
- Drive integration and managing version control
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Trello combined with Gmail and Calendar
- Automated delivery of reminders and notifications
- Synchronizing deadlines and task statuses
- Applied Case Study: Collaborative project management in Trello supported by automated dashboards in Google Sheets
3. QuickBooks Integrations and Automated Communication
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QuickBooks linked with Google Workspace
- Automated generation and export of financial reports
- Budget oversight and reconciliation via Sheets
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QuickBooks connected to Trello
- Associating projects with cost centers for financial tracking
- Automatic updates to task status based on budget consumption
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Introduction to WhatsApp Business API, Twilio, and WATI
- Core concepts and available integration pathways
- Application scenarios: task alerts, billing reminders, and customer follow-ups
- Practical workflow: Triggering automatic WhatsApp messages from events in Trello or QuickBooks
- Combined Case Study: From project execution to accounting entries, culminating in automated client notifications via WhatsApp
4. Security, Control, and Deployment
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Security and Access Management
- Secure authentication methods (OAuth, tokens)
- Role definitions, permissions, and data protection standards
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Monitoring and Maintenance
- Oversight of active integration flows
- Managing errors and system alerts
- Ensuring the scalability of integrations
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Documentation and Continuous Improvement
- Maintaining an integration registry and adhering to best practices
- Evaluating impact through efficiency KPIs
- Final Capstone Project: Designing a comprehensive workflow that unifies Trello, QuickBooks, Google Workspace, and automated WhatsApp notifications
Requirements
- Fundamental familiarity with Trello, QuickBooks, and Google Workspace
- Active access to these platforms to undertake practical exercises
Target Audience
- Operations coordinators and managers
- Administrative and financial personnel
- Project leaders and professionals involved in innovation or digital transformation
20 Hours
Testimonials (3)
How to manage business financials
surprise mtileni - Hatima Holdings (Pty) ltd
Course - Learning Xero
Good communication, open for discussion, kept it interesting and engaging
Ahmet Keyman - Keytrade AG
Course - Management Accounting and Finance for Non-Finance Professionals
The final day which is the Machine Learning Topic
